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Fiduciary Group, LLC

Q1 2026 13F Holdings

  • Location
    savannah, GA
  • Num holdings

    296

  • Value ($000)

    $1,170,974

  • Date Filed
    05/11/2026
  • Form type
    13F-HR
  • CIK
    0001645890
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$60.92M
5 %

101,946

A
AAPL

APPLE INC

COM
037833100
$56M
5 %

220,637

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$46.25M
4 %

161,227

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$44.46M
4 %

447,888

M
MSFT

MICROSOFT CORP

COM
594918104
$33.35M
3 %

90,095

S
SHY

ISHARES TR

1 3 YR TREAS BD
464287457
$27.89M
2 %

337,819

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$26.73M
2 %

417,202

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$25.79M
2 %

87,657

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$25.55M
2 %

53,317

I
IGSB

ISHARES TR

ISHS 1-5YR INVS
464288646
$24.89M
2 %

473,633

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